File Your Taxes With Confidence
Organize your financial documents, categorize your expenses, and prepare everything you need for easy tax filing—whether you use TurboTax, H&R Block, or file directly.
Make Tax Time Stress-Free
Et'al CRM helps you get organized before you file
Organize Documents
Upload your W-2s, 1099s, receipts, and other tax documents. We'll extract the key information automatically.
Categorize Expenses
Connect your bank accounts or upload statements. Categorize deductible expenses with simple rules.
Export & File
Download your organized data and import it into TurboTax, H&R Block, or use it for manual filing.
Everything You Need to Get Organized
Document Scanner
Scan and extract data from W-2s, 1099s, and receipts with AI-powered OCR.
Bank Connection
Connect your bank accounts for automatic transaction import.
Smart Categories
Auto-categorize expenses into tax-deductible categories.
Easy Export
Export your data in formats compatible with popular tax software.
Perfect For Self-Filers
Freelancers
Track income from multiple clients, organize 1099s, and categorize business expenses.
Homeowners
Keep mortgage interest, property taxes, and home office expenses organized.
Investors
Track capital gains, dividends, and investment-related expenses throughout the year.
Simple, Affordable Pricing
Get organized for less than the cost of a coffee per week
Basic
Year-round financial tracking
or $29/year
- Bank account connection
- Manual categorization
- Document uploads
- Financial dashboard
- Secure cloud storage
- Email support
Smart File
AI-powered tax prep
one-time per tax year
- Everything in Basic
- AI categorization
- Export to TurboTax / H&R Block
- Schedule C preview
- Summary reports
- Priority support
Need Professional Help?
If your tax situation is more complex than you're comfortable handling, we can connect you with a qualified tax preparer in your area who uses et'al.
Find a Tax PreparerWhen to consider a pro:
- Self-employment income over $50,000
- Rental property income
- Complex investment portfolios
- Major life changes (marriage, home purchase)
- Previous IRS issues or audits